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Posted

is there any reason- regs or otherwise - that prohibit or restrict and employer from having an integrated DB and an integrated DC plan?

Posted

true, but I think(???????) you could have non maximum integration in one and non maximum intergartion in another as long as the total integration wasn't greater than the maximum.

But why would anyone design 2 plans that way?

Posted

...and 401(l) is a safe harbor definition. General test available as an alternative to safe harbor design(s).

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Posted

I think you can have more than one integrated plan; however, 1.401(l)-5 sets forth requirements and an overall disparity limit.

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